CBUZX
Columbia Income Builder-Inst
$11.36
-0.01 (-0.09%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 963.373M |
| 52 Week High | 11.37 |
| 52 Week Low | 9.996 |
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Key Data
| Symbol | CBUZX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 11.36 |
| Price Yesterday | 11.37 |
| Market Cap | 963.37 |
| YTD Return | 1.43% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 11.37 |
|---|---|
| 52 Week Low | 10.00 |
| Market Cap | 963.37M |
| Shares Outstanding | 84.80M |
| Income Dividend Yield | 4.35% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.35% |
Returns Annualized
| One Day | -19.91% |
|---|---|
| Five Days | 70.87% |
| One Months | 15.62% |
| Three Months | 4.83% |
| Six Months | 5.17% |
| Nine Months | 15.96% |
| One Year | 8.78% |
| Three Years | -0.79% |
| Five Years | 3.33% |
| Ten Years | 3.93% |
| YTD | 2.79% |
| Since Inception | 5.19% |
Returns Total
| One Day | -0.09% |
|---|---|
| Five Days | 1.07% |
| One Month | 1.16% |
| Three Months | 1.17% |
| Six Months | 2.51% |
| Nine Months | 11.60% |
| One Year | 8.77% |
| Three Years | -2.33% |
| Five Years | 17.77% |
| Ten Years | 46.86% |
| YTD | 1.43% |
| Since Inception | 100.42% |
Yearly Returns
| 2024 | 1.43% |
|---|---|
| 2023 | 9.29% |
| 2022 | -12.64% |
| 2021 | 6.26% |
| 2020 | 10.52% |
| 2019 | 14.06% |
| 2018 | -2.27% |
| 2017 | 7.86% |
| 2016 | 9.82% |
| 2015 | -1.30% |
Risk against SP-DA
| Alpha | -8.28% |
|---|---|
| Beta | 0.5 |
| Correlation | 79.61% |
| Downside Deviation | 1.94% |
| Coefficient of determination | 63.38% |
| Standard Deviation | 2.02% |
| Sharpe Ratio | -2.84 |
| Sortino | -10.3 |
| Treynor | 6.79 |
| Ulcer Index | 2.4 |
| Ulcer Performance Index | -8.3 |